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  2. CRM
  3. Account & Permissions
  4. Team Management

Team Management

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Module for adding members, setting roles, permissions, etc.

  • Office and Team Add-Ons
  • Private Instance Add On (Retired)
  • Single Sign On (SSO) Configuration
  • Agent Tags
  • Organization - Permission Profiles
  • Organizational Hierarchy in Lofty
  • Add or Remove Team Members on Lofty
  • Edit Team Member Profiles and Email Signatures
  • Creating Custom Roles
  • White Label
  • How to Invite a Lender

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